Institution: Investors may focus on the direction of outperforming performance in A-share semi-annual reports.

Yiwei Lithium's performance report boosts the lithium battery sector, marking the first shot of the 2026 interim report market. Recently, several securities firms have released special reports, looking ahead to this year's interim reports in various industries. They generally believe that the semiconductor and computing power industry chain related to AI, as well as the new energy sector, are expected to continue the trend of prosperity. China Merchants Securities research report stated that as the disclosure window for interim reports approaches, the market's focus will gradually shift from thematic trading to performance verification, with the growth sector remaining the investment theme. Sectors that can combine prosperity, order fulfillment, and profit improvement logic will be more favorably viewed.